CaixaBank Wealth SICAV - CaixaBank Wealth Investo Fund I header image

CaixaBank Wealth SICAV - CaixaBank Wealth Investo Fund I

Fund

ISIN LU1428817727 / Valor null

NAV (2025-12-11)
EUR 14.34+0.41%

CaixaBank Wealth SICAV - CaixaBank Wealth Investo Fund I
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CaixaBank Wealth Investo seeks medium to long-term capital growth by building a diverse portfolio that includes money market instruments, equities, bonds, currencies, commodities, and real estate through eligible ETFs and UCITS funds. The fund dynamically allocates investments across these asset classes to capture various market opportunities while strictly adhering to ethical guidelines inspired by the US Conference of Catholic Bishops. This means the portfolio excludes industries like arms, tobacco, gambling, and any companies involved in human rights violations, ensuring that all investments align with principles of human dignity, the protection of life, and economic justice.

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Tags:
multi asset ethical investing

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OTHER SHARE CLASSES OF THIS FUND

CaixaBank Wealth SICAV - CaixaBank Wealth Investo Fund E
CaixaBank Wealth SICAV - CaixaBank Wealth Investo Fund E CaixaBank Wealth SICAV - CaixaBank Wealth Investo Fund E
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Annual Return

-50%0%+50%

Risk level

110
0.41%EUR 13.44
CaixaBank Wealth SICAV - CaixaBank Wealth Investo Fund A
CaixaBank Wealth SICAV - CaixaBank Wealth Investo Fund A CaixaBank Wealth SICAV - CaixaBank Wealth Investo Fund A
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Annual Return

-50%0%+50%

Risk level

110
0.40%EUR 13.32